Inheritance Tax

We can advise you on the current Inheritance Tax thresholds and steps that can be taken to utilise your tax free allowance and thereby minimise the tax that might be payable upon your death.

We can also assist in preparing the appropriate legal documentation to carry out Inheritance Tax saving advice received from other professionals such as Accountants or Financial Advisors. This may include creating trusts or transferring assets during your lifetime.

People with their own business or foreign assets should be particularly careful about their Inheritance Tax position and may require specialist advice, particularly in connection with retirement planning.